SAMANTHA AND DARREN BECHTEL FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SAMANTHA AND DARREN BECHTEL FAMILY FOUNDATION (EIN 20-0721636)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201903189349103070
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T18:29:45-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941527242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FARELLA BRAUN MARTEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1235 MONTGOMERY STREET SUITE 1800AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200721636EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DHB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMABusinessNameControlTxt
Phone4152848673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 193809AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941193809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHU HUANGPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4152848697PhoneNum
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA A MURPHYPreparerPersonNm
PTINP00439228PTIN
Phone4159544400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.110.143.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm18:28:46IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD231C5642A58345045E353A89B8C6FC43DB33BF5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,293,162FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$32InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$32InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,721DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,721DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$511NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$511GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$511CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$149,264TotalRevAndExpnssAmt
Total Net Invst Incm$49,264TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$252LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$252LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,328TaxesRevAndExpnssAmt
Taxes Net Invst Incm$844TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$111OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$111OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,691TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$844TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,363TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$108,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$108,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$119,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$844TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,363TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,573ExcessRevenueOverExpensesAmt
Net Investment Income$48,420NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,540CashBOYAmt
Cash EOY$65,817CashEOYAmt
Cash EOYFMV$65,817CashEOYFMVAmt
Prepaid Expenses BOY$18PrepaidExpensesBOYAmt
Corporate Stock BOY$1,524,146CorporateStockBOYAmt
Corporate Stock EOY$1,561,476CorporateStockEOYAmt
Corporate Stock EOYFMV$2,227,345CorporateStockEOYFMVAmt
Total Assets BOY$1,597,704TotalAssetsBOYAmt
Total Assets EOY$1,627,293TotalAssetsEOYAmt
Total Assets EOYFMV$2,293,162TotalAssetsEOYFMVAmt
Accounts Payable EOY$16AccountsPayableEOYAmt
Grants Payable BOY$120,000GrantsPayableBOYAmt
Grants Payable EOY$80,000GrantsPayableEOYAmt
Total Liabilities BOY$120,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$80,016TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,477,704RetainedEarningBOYAmt
Retained Earning EOY$1,547,277RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,477,704TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,547,277TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,597,704TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,627,293TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,477,704TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,573ExcessRevenueOverExpensesAmt
Other Increases$40,000OtherIncreasesAmt
Subtotal$1,547,277SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,547,277TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$511GrossSalesPriceAmt
Gain Or Loss$511GainOrLossAmt
Gains Minus Excess Or Losses$511GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$511CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$97,650AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,251,763NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043366DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,619AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,918,473NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048799DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,330AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,838,687NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.025197DistributionYr3Rt
Adjusted Qlfy Distri Yr4$54,114AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,718,931NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.031481DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,071AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,428,787NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.025246DistributionYr5Rt
Total Distribution0.174089TotalDistributionRt
Average Distribution0.034818AverageDistributionRt
Net Vl Noncharitable Assets$2,494,406NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$86,850AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$484NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$87,334AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,363QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$484InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$484SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$484TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$468EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$550ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,018TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$534OverpaymentAmt
Applied To ES Tax$534AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSECRETARYIndividualWithBooksNm
Phone4152848673PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT STREET 22ND FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941052255ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DARREN H BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809PRESIDENT & DIRECTOR0.00$0$0$0
RILEY P BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809VICE PRESIDENT & DIRECTOR0.00$0$0$0
SUSAN P BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809CFO & DIRECTOR0.00$0$0$0
SHU HUANG
PO BOX 193809SAN FRANCISCOCA941193809SECRETARY0.00$0$0$0
BRENDAN P BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809DIRECTOR0.00$0$0$0
KATHERINE E BECHTEL
PO BOX 193809SAN FRANCISCOCA941193809DIRECTOR0.00$0$0$0
AMY DUNPHY
PO BOX 193809SAN FRANCISCOCA941193809SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,431,756AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,636AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,532,392TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,532,392AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,986CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,494,406NetVlNoncharitableAssetsAmt
Minimum Investment Return$124,720MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$124,720MinimumInvestmentReturnAmt
Tax Based On Investment Income$484TaxBasedOnInvestmentIncomeAmt
Total Tax$484TotalTaxAmt
Distributable Before Adj$124,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$124,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$124,236DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,363ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$118,363QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$484PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$117,879AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$124,236DistributableAsAdjustedAmt
Undistributed Income PY$101,089UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$118,363QualifyingDistributionsAmt
Applied To Year1$101,089AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,274AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$106,962UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDARREN H BECHTELContributingManagerNm
Contributing ManagerRILEY P BECHTELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FINE ARTS MUSEUM OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA941184502N/APCBENEFIT THE PROGRAMS, ART WORK, AND EDUCATION AT THE LEGION OF HONOR$10,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BUILDING 201 FORT MASONSAN FRANCISCOCA94123N/APCTO BENEFIT THE GREG MOORE PARKS FOR ALL FUND AND ITS EFFORTS TO BRING UNDER-REPRESENTED VISITORS TO THE NATIONAL PARKLANDS$10,000
THE FOUNDATION AT SAINT JOSEPH'S ARTS SOCIETY
1401 HOWARD STREETSAN FRANCISCOCA94103N/APCTO SUPPORT THE SOCIETY'S MISSION TO PROVIDE PUBLIC ART EXHIBITIONS, PROGRAMMING AND ARTIST RESIDENCIES. THIS ORGANIZATION IS AWAITING IRS APPROVAL OF ITS IRC SECTION 501(C)(3) PUBLIC CHARITY STATUS.$12,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103N/APCBENEFIT SFMOMA'S COMMITMENT TO EXPLORE THE EXPRESSIONS OF VISUAL CULTURE, ACHIEVEMENTS OF INDIVIDUAL ARTISTS INSPIRING DISCOVERY FOR THE ENRICHMENT OF PEOPLE'S LIVES.$10,000
STANFORD UNIVERSITY-GRADUATE SCHOOL OF BUSINESS (GSB)
655 KNIGHT WAYSTANFORDCA943057298N/APCPLEDGE (3 OF 5): TO BENEFIT THE SOCIAL IMPACT FUND.$40,000
THACHER SCHOOL THE
5025 THACHER ROADOJAICA93023N/APCBENEFIT ANNUAL FUND, RESTRICTED TO FINANCIAL AID$25,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREETSAN FRANCISCOCA94104N/APCBENEFIT PROGRAMS SUPPORTING THE WORK OF 43 POVERTY-FIGHTING ORGANIZATIONS ACROSS THE BAY AREA.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$108,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,721ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$511ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,264ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,264TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FREMONT INVESTORS INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT STREET SUITE 2500AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,000DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonALL FOUNDATION OFFICERSPersonNm
Short ExplanationALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES.ShortExplanationTxt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION AT SAINT JOSEPH'S ARTS SOCIETYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11401 HOWARD STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94103ZIPCd
FieldValueIRS element (for citing)
Grant2018-12-10GrantDt
Grant$12,000GrantAmt
Purpose Of GrantTO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE PUBLIC ART EXHIBITIONS, PROGRAMMING AND ARTIST RESIDENCIES.PurposeOfGrantTxt
Expended By Grantee$0ExpendedByGranteeAmt
Any Diversion By GranteeTHE DHB FOUNDATION UNDERSTANDS THAT THE SAINT JOSEPH'S ARTS SOCIETY HAS NOTAnyDiversionByGranteeTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VII-B, LINE 1A(4)IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1
SCHEDULE B PART 1 COLUMN (C)THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INTL STOCK FUND (6,777.871 SHARES)$253,085$250,171
VANGUARD TOTAL STOCK MKT (19,339.873 SHARES)$738,379$1,200,619
I-SHARES RUSSELL 1000 INDEX FUND (3,864 SHARES)$314,955$535,898
DODGE & COX INCOME FUND (9,183.414 SHARES)$125,142$121,772
PIMCO TOTAL RETURN FUND (11,972.300 SHARES)$129,915$118,885

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$252LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$252DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RECORDING & FILING FEES$86$0$86
BANK FEES$25$0$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescEQUITY ADJUSTMENT FOR ACCRUAL OF GRANTS PAYABLE AT YEAR ENDDesc
Amt$40,000Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FREMONT INVESTORS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT STREET SUITE 2500AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$484$0$0
FOREIGN TAXES$844$844$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.